Purchases and Sales Made in Q2 2025 in Flexshares Tr Morningstar Glob (GUNR)
This table provides information about the institutional ownership of Flexshares Tr Morningstar Glob (GUNR) during Q2 2025. The information is specifically focused on institutions that hold shares of FLEXSHARES TR MORNINGSTAR GLOB.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.07KNew |
$171K - $209K
|
5.07K
$222K
|
|
|
Jul 22, 2025
Q2 2025
|
Verus Wealth Management, LLC
De Pere, WI |
BUY
|
- |
5.02KNew |
$169K - $206K
|
5.02K
$220K
|
|
|
Aug 22, 2025
Q2 2025
|
Carter Financial Group, Inc.
Barrington, IL |
BUY
|
- |
4.99KNew |
$169K - $206K
|
4.99K
$219K
|
|
|
Aug 06, 2025
Q2 2025
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.75K+ 5.79% |
$127K - $154K
|
68.5K
$3.01M
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.36KNew |
$113K - $138K
|
3.36K
$147K
|
|
|
Aug 07, 2025
Q2 2025
|
Brio Consultants, LLC
|
BUY
|
- |
3.23K+ 1.96% |
$109K - $133K
|
168K
$7.39M
|
|
|
Jul 02, 2025
Q2 2025
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
3.16K+ 2.78% |
$107K - $130K
|
117K
$5.11M
|
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
3.13K+ 0.86% |
$106K - $129K
|
368K
$16.1M
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.07K+ 10.77% |
$104K - $126K
|
31.5K
$1.38M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.03K+ 15.23% |
$102K - $125K
|
23K
$1.01M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Capital Partners, LLC
West Chester, PA |
BUY
|
- |
2.35K+ 10.99% |
$79.3K - $96.7K
|
23.7K
$1.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.14K+ 32.6% |
$72.2K - $88K
|
8.7K
$381K
|
|
|
Aug 13, 2025
Q2 2025
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.98K+ 4.51% |
$66.9K - $81.6K
|
45.9K
$2.01M
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
1.9K+ 6.21% |
$64.1K - $78.2K
|
32.5K
$1.43M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
1.79K+ 7.18% |
$60.4K - $73.6K
|
26.7K
$1.17M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.49KNew |
$50.1K - $61.1K
|
1.49K
$65.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
1.46K+ 4.31% |
$49.3K - $60.1K
|
35.4K
$1.55M
|
|
|
Aug 12, 2025
Q2 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.42KNew |
$47.9K - $58.4K
|
1.42K
$62.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.34K+ 3.18% |
$45.3K - $55.2K
|
43.5K
$1.91M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
1.34K+ 17.18% |
$45.1K - $54.9K
|
9.11K
$399K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
1.3K+ 2.38% |
$43.8K - $53.4K
|
55.8K
$2.45M
|
|
|
Jul 30, 2025
Q2 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
1.21K+ 32.22% |
$40.9K - $49.8K
|
4.97K
$218K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.19K+ 19.95% |
$40.1K - $48.8K
|
7.13K
$313K
|
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.18K+ 28.7% |
$39.7K - $48.4K
|
5.27K
$231K
|
|
|
Jul 24, 2025
Q2 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
951+ 1.83% |
$32.1K - $39.1K
|
53K
$2.32M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
931+ 9.79% |
$31.4K - $38.3K
|
10.4K
$458K
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
917+ 33.98% |
$31K - $37.7K
|
3.62K
$159K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
878+ 4.13% |
$29.7K - $36.1K
|
22.2K
$971K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
868+ 15.62% |
$29.3K - $35.7K
|
6.43K
$282K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
836+ 2.68% |
$28.2K - $34.4K
|
32K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
586+ 5.82% |
$19.8K - $24.1K
|
10.6K
$467K
|
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
BUY
|
- |
577New |
$19.5K - $23.7K
|
577
$25.3K
|
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
523New |
$17.7K - $21.5K
|
523
$22.9K
|
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
523New |
$17.7K - $21.5K
|
523
$22.9K
|
|
|
Aug 12, 2025
Q2 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
506+ 8.17% |
$17.1K - $20.8K
|
6.7K
$294K
|
|
|
Jul 23, 2025
Q2 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
492New |
$16.6K - $20.3K
|
492
$21.6K
|
|
|
Aug 05, 2025
Q2 2025
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
402New |
$13.6K - $16.5K
|
402
$17.6K
|
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
376+ 0.53% |
$12.7K - $15.5K
|
71.2K
$3.12M
|
|
|
Jul 30, 2025
Q2 2025
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
325+ 1.84% |
$11K - $13.4K
|
18K
$790K
|
|
|
Jul 25, 2025
Q2 2025
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
206+ 0.77% |
$6.96K - $8.48K
|
26.9K
$1.18M
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
144New |
$4.86K - $5.93K
|
144
$6.32K
|
|
|
Jul 09, 2025
Q2 2025
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
139+ 0.58% |
$4.69K - $5.72K
|
24.3K
$1.06M
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
137+ 56.85% |
$4.63K - $5.64K
|
378
$16.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
113+ 0.54% |
$3.82K - $4.65K
|
21.1K
$924K
|
|
|
Jul 16, 2025
Q2 2025
|
Tower Trust & Investment CO
Davenport, IA |
BUY
|
- |
91+ 5.13% |
$3.07K - $3.75K
|
1.86K
$81.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
83+ 224.32% |
$2.8K - $3.42K
|
120
$5.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
72+ 2.56% |
$2.43K - $2.96K
|
2.88K
$126K
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
71+ 3.69% |
$2.4K - $2.92K
|
2K
$87.5K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
69New |
$2.33K - $2.84K
|
69
$3.03K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
62New |
$2.09K - $2.55K
|
62
$2.72K
|